Scheeler Financial Group
Firm details
- Headquarters
- West Chester, Ohio
- CRD number
- 342671
- Registered since
- June 26, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Scheeler Financial Group LLC is a newly formed advisory firm that registered with the SEC in 2026. The firm’s stated activities focus on financial planning and portfolio management for individual clients and small businesses. Compensation is a mix of percentage-of-AUM and fixed-fee arrangements. FINTRX flags an industry affiliation with an insurance company. The firm is not identified as a multi-state adviser, pension consultant, capital allocator, or a related adviser, and it is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Frederick Scheeler
CEOCRD 4611216
Contacts
1 of 1
Ellen Scheeler
Director of OperationsCRD 5400192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$149M in ETFs
96%
$143M
3%
$5.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $52.9M | 577,680 | 35.59% |
Location
West Chester, OH
Butler
Location
West Chester, OH
Headquartered in West Chester, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Butler
- Address
- 9078 Union Centre Blvd
- Time zone
- ET (UTC-5)
- Office locations
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